Agile Finance Transformation: A to Z of Best Practices

An Intensive 5-day Training Course

Agile Finance Transformation:
A to Z of Best Practices

Transforming your Business into Agile and Adaptive Organization

UPCOMING SESSIONS

Classroom sessions
DateVenueFee
20-24 Oct 2025Dubai - UAE$5,950RESERVE A SEAT
02-06 Feb 2026London - UK$5,950RESERVE A SEAT
11-15 May 2026Barcelona - Spain$5,950RESERVE A SEAT
06-10 Jul 2026London - UK$5,950RESERVE A SEAT
19-23 Oct 2026Dubai - UAE$5,950RESERVE A SEAT

Training Course Overview

This Agile Finance Transformation Course equips finance professionals with the mindset, tools, and best practices required to lead and support agile initiatives within today’s dynamic business environments. As organizations evolve to become more responsive and customer-centric, finance teams play a critical role in driving agility through strategic alignment, efficient resource planning, and continuous value delivery. This course guides participants through agile frameworks uniquely tailored for finance functions, helping them adopt methods that improve decision-making and enhance business performance.

Key concepts such as the Agile Balanced Scorecard, Sustainable Strategy Maps, and Shared Value models are explored to build a foundation for financial agility. By integrating finance with broader transformation efforts, the course empowers participants to optimize processes, foster cross-functional collaboration, and contribute to long-term economic adaptability. Participants will gain the ability to transform their financial operations into agile units that proactively support enterprise-wide success.

Training Course Objectives

This Agile Finance Training Course provides participants with the frameworks and tools to become effective agents of change in agile transformation initiatives. By course end, attendees will be equipped to elevate financial agility within their organizations.

  • Understand the evolving role of finance in agile transformation
  • Evaluate what defines a financially agile enterprise
  • Apply agile frameworks and methodologies to financial planning
  • Improve customer value through streamlined value streams
  • Communicate financial insights clearly across departments

Designed for

This Agile Finance Transformation Course is ideal for finance and business professionals involved in strategic planning, budgeting, and enterprise transformation. It benefits individuals seeking to enhance their contribution to organizational agility and cross-functional collaboration.

  • Finance Directors, Controllers, and Managers
  • Risk Managers and Financial Analysts
  • Corporate Development Professionals
  • Accounting and Budgeting Specialists
  • Procurement Professionals
  • Internal Auditors and Compliance Officers
  • Professionals involved in financial planning and forecasting
  • Team leads supporting enterprise transformation efforts

Learning Methods

This Agile Finance Course integrates a variety of engaging and practical learning techniques to ensure deep understanding and application. Through a combination of real-world case studies, interactive exercises, group discussions, and tool-based simulations, participants will explore how to implement agile finance practices in their own organizations. The course emphasizes collaborative learning and strategic thinking to maximize retention and equip participants with actionable insights.

The Course Outline

Day One: Introduction to Agility in Business Environment
  • Agile approaches to meeting new challenges
  • Keys to scaling agile
  • Governance and execution
  • Governance strategy
  • Execution strategy
  • Adapting agile
Day Two: Setting up Agile Accounting and Finance Department: Policies & Manual
  • The need for proper planning in the reporting process
  • Human Resource Planning
  • Cost Centers and Accounts
  • Process Mapping Chart and measurement accuracy
  • Manual purpose and structure
  • Financial authorities and duties
Day Three: How to Build an Agile Balanced Scorecard?
  • What is Agile and Adaptive?
  • Four Steps of KPI Selection
  • Building an Agile and Adaptive Balanced Scorecard
  • Setting Targets
  • Getting results through Agile Strategy Execution
Day Four: Driving Sustainable Value
  • Sustainability Strategy Map & Corporate Social Responsibility
  • Triple Bottom Line
  • Shared Value
  • Positive Impact
  • Networked Organizations
  • How to construct an agile Shared Measurement System?
Day Five: Digital Age Strategy Management
  • How to Formulate Strategies for the Digital Age
  • The Danger of Being Frozen in Time
  • From Finance-Based to Technology-Based Planning
  • Crafting a Vision Statement
  • Identifying the Value Gap
  • Environmental Scanning
  • SCOPE Situational Analysis

The Certificate

  • Anderson Certificate of Completion will be provided to delegates who attend and complete the course

In Association With

Aztech
Copex
Coventry
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    There are several convenient ways to register for our training programs:

    • Online: Explore our training calendar, choose the course that suits your needs, and click the “Register Now” button on the course details page.
    • Email: Share your details, including your name, organization, email address, and selected course, by sending an email to  [email protected]
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    When will I receive confirmation of my registration?

    Once your registration is successfully completed, you will receive a confirmation email within 24 hours. This email will contain your registration details, invoice, and the necessary joining instructions for the course.

    What does the training fee cover?

    The training fees include full access to the training venue, along with comprehensive training materials to enhance your learning experience. Additionally, participants will be provided with writing supplies and stationery. To ensure comfort and convenience, the fee also covers lunch and refreshing coffee breaks throughout the duration of the course.

    Where are your training courses held?

    Our training programs are hosted at luxurious five-star hotels in prestigious destinations across the globe. Some of our popular locations include Dubai, London, Kuala Lumpur, Amsterdam, New York, Paris, Vienna, and many other iconic cities.

    Can I request customized corporate training?

    Yes, we offer tailored corporate training solutions to meet your organization’s specific needs. Please contact us at [email protected] or call +971 4 273 3503 for more information.

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